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David Koehler

14 Years of Experience
Lenexa, KS
Broker

David Koehler is a registered investment advisor, based in Lenexa, KS, with 14 years of industry experience.

Location

8801 Renner Blvd., 3rd Floor, Lenexa, KS, 66219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David works as an Investment Advisor Representative for AE Wealth Management LLC, dedicating full-time hours to securities sales and services. He also works as a server/bartender at Kansas City Bier Company, spending about a quarter of his time there.

Employment History
Current Registrations
Ae Wealth Management, LLC
August 2023 - Present · 2 yrs 9 mos
Ae Financial Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Good Life Advisors, LLC
December 2021 - August 2023 · 1 yr 8 mos
LPL Financial LLCBroker
November 2021 - August 2023 · 1 yr 9 mos
Waddell & Reed
December 2014 - August 2021 · 6 yrs 8 mos
Waddell & ReedBroker
April 2011 - August 2021 · 10 yrs 4 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Koehler - Financial Advisor | TrueAdvisor